Customer Relationship Management

Objective

To establish and maintain a good relationship with customers receiving services

To establish and maintain a good relationship with customers receiving services

Activities: Initial Process Setup

Set up an initial customer database, and for each service customer document the most important information including contact information both…
  • Set up an initial customer database, and for each service customer document the most important information including contact information both on the customer side as well as a designated contact for the customer on the service provider side (account manager).
  • Define a way to perform and document the results of a service review.
  • Define a way to record, respond to and follow-up a customer complaint.
  • Define a way to evaluate customer satisfaction on a regular basis, e.g. based on regular (online) surveys

Process Inputs

Information on service customers Current service catalogue Customer demands and requirements Existing SLAs with customers Customer complaints
  • Information on service customers
  • Current service catalogue
  • Customer demands and requirements
  • Existing SLAs with customers
  • Customer complaints

Activities: Ongoing Process Execution

Maintain the customer database Add a new customer to the customer database Update the information on a customer in the…
  • Maintain the customer database
    • Add a new customer to the customer database
    • Update the information on a customer in the customer database
    • Remove a customer from the customer database
  • Manage customer complaints
    • Record, handle and close a customer complaint
    • Monitor the implementation status of actions following a customer complaint
    • Review all customer complaints and follow-up actions periodically
  • Manage customer satisfaction
    • Plan and prepare a customer satisfaction survey
    • Perform and record the results of a customer satisfaction survey
    • Initiate follow-up actions in response to insufficient customer satisfaction
  • Perform customer service reviews
    • Plan and prepare a service review
    • Perform and record a service review

Process Outputs

Up-to-date database of service customers (customer database) Service review reports Customer complaints records Customer satisfaction reports
  • Up-to-date database of service customers (customer database)
  • Service review reports
  • Customer complaints records
  • Customer satisfaction reports
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